Secure Asset Management’s Simon Property Group SPG Stock Holding History

Secure Asset Management’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,753	Closed	-$280K	–	227
2021 Q4	$280K	Hold	1,753	–	–	0.11%	155
2021 Q3	$228K	Sell	1,753 -102	-5%	-$13.3K	0.11%	158
2021 Q2	$242K	Buy	+1,855	New	+$231K	0.12%	158
2020 Q3	–	Sell	-7,017	Closed	-$480K	–	168
2020 Q2	$480K	Buy	+7,017	New	+$440K	0.34%	80
2020 Q1	–	Sell	-1,513	Closed	-$225K	–	149
2019 Q4	$225K	Buy	+1,513	New	+$227K	0.16%	138

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secure Asset Management's SPG Position: Q1 2022 in Review

Secure Asset Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,753 shares — an estimated $280K sold.

Secure Asset Management first reported a position in SPG in Q4 2019 and held it in 5 quarters. The position peaked at $480K in Q2 2020. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

Secure Asset Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
Secure Asset Management sold 1,753 Simon Property Group shares in Q1 2022, an estimated $280K.
Secure Asset Management first reported a position in Simon Property Group in Q4 2019 and held it in 5 quarters.
Secure Asset Management's Simon Property Group position peaked at $480K in Q2 2020.
1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Secure Asset Management's 13F filing for Q1 2022, filed 19 Apr 2022.